Financial Data and Key Metrics Changes - Cash and cash equivalents as of September 30, 2023, were $141.3 million, down from $215.5 million as of December 31, 2022, with expectations to fund operations into the second half of 2025 [20] - Research and development expenses for Q3 2023 were $28.4 million, an increase from $19.8 million in Q3 2022, primarily due to clinical product development expenses [20] - General and administrative expenses were $6.6 million for Q3 2023, slightly up from $6.3 million in Q3 2022 [21] - Net loss for Q3 2023 was $33.3 million, compared to a net loss of $25.8 million in Q3 2022 [21] Business Line Data and Key Metrics Changes - BA3011 Phase II study in non-small cell lung cancer showed an objective response rate of 27.8% among patients previously treated with PD-1 therapy [7] - In patients with EGFR wild-type, non-squamous lung cancer, 33.3% had a partial response to BA3011 monotherapy [7] - BA3021, a CAB-ROR2-ADC, completed enrollment of approximately 20 patients in both lung cancer and melanoma studies, with early responses observed [11] Market Data and Key Metrics Changes - AXL expression in lung cancer is associated with poor prognosis, with patients in the study having a median of three prior lines of therapy [8] - The company is exploring the potential clinical benefits of BA3011 in AXL TmPS negative patients, which could broaden market opportunities [8] Company Strategy and Development Direction - The company aims to form strategic collaborations with major pharmaceutical partners to accelerate the development of selected assets [6] - Focus remains on delivering innovative therapies to cancer patients with significant unmet medical needs, particularly through the CAB platform [10] Management's Comments on Operating Environment and Future Outlook - Management received verbal FDA feedback supportive of a registrational path for BA3011 in lung cancer, with formal written feedback expected soon [26] - The company believes that the CAB platform demonstrates compelling clinical efficacy and safety across multiple therapeutic targets [23] Other Important Information - Dr. Bin Zhang joined as Senior Vice President, Head of Clinical Development and Operations, bringing over 20 years of experience in oncology drug development [18] - An abstract on BA3011 was accepted for presentation at the IASLC conference in December [19] Q&A Session Summary Question: Feedback on registrational path for BA3011 - Management received clear and actionable items from the FDA regarding the registrational path and expects to communicate more details in December [26] Question: Details on IASLC conference presentation - A standard poster presentation will include data sets, including spider plots and swimmers plots, with updates on combination therapy and more frequent dosing data [28][29] Question: Competition in non-small cell lung cancer - Management noted that responses at low AXL expression levels hint at broader market opportunities, with ongoing evaluations of AXL negative patients [33][35] Question: Data sharing for non-small cell lung cancer - Management confirmed that data on non-small cell lung cancer will be shared at an upcoming meeting, with a focus on prioritizing AXL lung for that indication [37] Question: Enrollment status for bispecific candidate BA3182 - Enrollment is progressing well, with the study actively dosing and showing positive early results [43]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.0001 par value per share BCAB The Nasdaq Global Market FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to C ...

Financial Data and Key Metrics Changes - As of June 30, 2023, the company had $168.7 million in cash and cash equivalents, down from $215.5 million as of December 31, 2022, indicating a decrease in liquidity [18] - The net loss for the second quarter of 2023 was $35.8 million, compared to a net loss of $28.9 million in the same period of 2022, reflecting increased operational costs [19] - Research and development expenses rose to $31 million for Q2 2023, up from $20.7 million in Q2 2022, primarily due to intensified clinical development efforts [20] Business Line Data and Key Metrics Changes - The company is advancing BA-3011 in ongoing Phase II studies, including a potentially registrational study for UPS, with promising results in antitumor activity and safety profile [8][10] - BA-3021 is currently undergoing Phase II trials for four different indications, with ongoing patient enrollment and data collection expected in the second half of the year [12][14] Market Data and Key Metrics Changes - The company is focused on addressing significant unmet medical needs in oncology, particularly in solid tumors with high unmet needs, which presents substantial commercial opportunities [5][12] - The ongoing multicenter investigator-initiated Phase II clinical trial in platinum-resistant ovarian cancer is fully enrolled, with interim data readout expected in the second half of the year [12][14] Company Strategy and Development Direction - The company aims to advance commercial preparations in key global markets while exploring selective licensing opportunities to extend its cash runway [19] - The strategy includes leveraging its proprietary conditionally active biologics (CAB) platform to develop innovative therapies targeting various tumor types [5][6] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the progress made with BA-3011 and BA-3021, highlighting the potential for these assets to address significant patient needs and create shareholder value [22] - The company remains on track to achieve key milestones by year-end, with a focus on clinical execution and data collection from ongoing trials [22] Other Important Information - The company has received FDA clearance for its dual CAB bispecific T-cell engager antibody, BA-3182, and is actively enrolling patients in a Phase I study [16] - The company plans to present data at upcoming medical meetings, showcasing progress in its clinical programs [17] Q&A Session Summary Question: Can you talk about the data provided to the FDA regarding the study design? - Management indicated that they approached the FDA with questions related to study design and provided updates on current data [26][27] Question: How many patient data do you expect to include in the follow-up? - Management anticipates a comprehensive analysis of patient data by the end of the year, which will inform future decisions [28][29] Question: What factors are considered when prioritizing indications for BA-3021? - Management stated that they evaluate the entire portfolio and consider safety and efficacy data when making prioritization decisions [31][32] Question: Any updates on clinical activity for the BA-3071 fifth cohort dosing? - Management expressed satisfaction with safety data and preliminary results, indicating ongoing analysis across multiple indications [35][36] Question: When do you expect to complete the frequent dosing study? - Management expects to have sufficient data for the frequent dosing study to inform the registrational study plan within the year [37][38] Question: Can you provide insights on the ovarian cancer study and data expectations? - Management indicated that the study is fully enrolled and they are looking forward to interim data, with a focus on response rates and overall survival [67]

jay and car UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.0001 par value per share BCAB The Nasdaq Global Market FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fr ...

Conditionally Active Biologics: Transforming Cancer Therapy Corporate Presentation ...

BioAtla, Inc. (NASDAQ:BCAB) Q1 2023 Earnings Conference Call May 11, 2023 4:30 PM ET Company Participants Bruce Mackle - IR, LifeSci Advisors, LLC Jay Short - Chairman and CEO Richard Waldron - CFO Philippe Martin - Chief CDO Conference Call Participants Brian Cheng - JPMorgan Kaveri Pohlman - BTIG Reni Benjamin - JMP Securities Arthur He - H.C. Wainwright Operator Greetings. And welcome to the BioAtla First Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. A b ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.0001 par value per share BCAB The Nasdaq Global Market FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commi ...

BioAtla, Inc. (NASDAQ:BCAB) Q4 2022 Earnings Call Transcript March 23, 2023 4:30 PM ET Company Participants Bruce Mackle - Investor Relations, LifeSci Advisors, LLC Jay Short - Chairman, Chief Executive Officer and Cofounder Richard Waldron - Chief Financial Officer Philippe Martin - Chief Clinical Development and Operations Conference Call Participants Brian Cheng - JPMorgan Kelly Shi - Jefferies Tony Buter - EF Hutton Arthur He - H.C. Wainwright Reni Benjamin - JMP Securities Operator Greetings. And welco ...

Table of Contents Title of each classTrading Symbol(s)Name of each exchange on which registered Non-accelerated filer ☒ Smaller reporting company ☒ Emerging growth company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition peri ...